We are an independent Registered Investment Advisory Firm offering a distinctive approach to wealth management. Together, through a consultative process, we learn the details of your unique financial picture so we can construct and deliver a tailor-made plan along with your personal financial checklist.
Our experienced team of professionals fully evaluates your situation to create a personal plan that integrates your investments, tax reduction strategies, retirement income solutions, and family wealth planning. Striving to deliver practical, executable solutions is our goal. Our founding Partners of KOM Wealth Management Group, have spent their careers helping families achieve their financial goals using a personalized, custom approach.
Our experienced team of professionals fully evaluates your situation to create a personal plan that integrates your investments, tax reduction strategies, retirement income solutions, and family wealth planning. Striving to deliver practical, executable solutions is our goal. Our founding Partners of KOM Wealth Management Group, have spent their careers helping families achieve their financial goals using a personalized, custom approach.
Services
Review your current investments and design a personalized portfolio appropriate to your needs. Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s. Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies.
Mike is a Senior Partner and Managed Equities Specialist with KOM Wealth Management Group. He is a Certified Financial Planner professional and an Investment Advisor Representative. Mike holds a Bachelor's Degree in Economics from the University of Wisconsin - Oshkosh and a Masters of Business Administration in Finance from the University of Wisconsin - Madison.
Peter is a Senior Partner and Individual Securities Specialist with KOM Wealth Management Group. He is a Certified Financial Planner professional an Investment Advisor Representative. He offers experience in both financial planning and accounting. He holds both a Bachelor of Finance and Operations Management Degree and a Master's degree in Accounting from the University of Wisconsin Oshkosh.
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